Summitry LLC
Summitry LLC is a registered investment advisor headquartered in Foster City, California, specializing in wealth management and financial planning primarily for individuals and high-net-worth individuals. The firm was originally established as Golub Group in December 2003 and rebranded as Summitry LLC in January 2020. As of November 2024, it became a wholly owned subsidiary of Aspen Standard Group, LLC, but continues to operate under its own name. As of May 2025, Summitry manages approximately $3 billion in assets with a team of 43 employees, offering customized advisory and portfolio management solutions tailored to the needs of clients in the Bay Area and beyond.
Investment Strategy
Summitry LLC provides customized financial planning and discretionary portfolio management services with a focus on diversified portfolios of equities, bonds, and ETFs. Its internally managed strategies include allocations such as 100% equities and equity income blends (targeting 85% equities, 15% fixed income), continually monitored by the firm's investment committee. Account supervision is individualized, taking into account each client's objectives, risk tolerance, time horizon, liquidity needs, and expected returns. Summitry also provides manager selection for private investments to qualified clients and serves as investment adviser to the Summitry Equity Fund. Accounts are reviewed at least quarterly and rebalanced based on both market conditions and changes in the client's circumstances.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.24% | $137.7M | 608,076 | $93.65 | $226.49 | +$36.2M |
A AMZN | AMAZON COM INC | 4.91% | $108.5M | 494,477 | $111.17 | $219.39 | +$15.5M |
M META | META PLATFORMS INC | 4.63% | $102.3M | 138,648 | $164.38 | $738.09 | +$21.1M |
F FI | FISERV INC | 4.21% | $93.0M | 539,329 | $85.59 | $172.41 | -$15.6M |
U ULTA | ULTA BEAUTY INC | 4.21% | $93.0M | 198,758 | $385.13 | $467.82 | +$10.8M |